Sell-Side Health Check & Readiness

It is critical that management sees the company from a buyer’s perspective and prioritizes the right strategic initiatives to ensure a smooth, competitive sell-side process. Using our proprietary framework, we perform a two-to-three-week assessment to identify the issues most likely to affect the exit process. We also conduct focused discovery sessions with management to assess people, process, data, and technology from a go-to-market lens.

Define time-bound and actionable steps to address key challenges with respect to people, processes, data, and technology. We support management in executing the roadmap by:

• Integrating recently acquired companies from a finance and technology standpoint
• Implementing month-end close acceleration initiatives
• Enabling timely and high-quality financial reporting through technology enhancements

Acting as an extension of the management and deal team, our dedicated team of deal professionals support the deal process by:

• Liaising with bankers and buyers
• Preparing information to populate the dataroom and responding to data requests
• Supporting management during diligence calls
• Driving the overall process forward, and managing timelines and deliverables

Our seasoned professionals support the finance and accounting function, including FP&A and the controllership, by:

• Compiling key datasets and analyses which will be required by bankers and buyers
• Crafting a narrative to help buyers interpret the data and control the messaging around unfavorable business trends
• Accumulating underlying detail to support EBITDA adjustments, such as savings realized from synergies
• Identifying quick wins to accelerate the month-end close process and improve the consistency and quality of data in monthly reporting
• Pressure testing accounting practices in anticipation of buy-side financial due diligence